Research Reports

Research Reports

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Last Modified

2024-08-20

Update Frequency

Not

Format

PDF

Overview

Summary
AI is becoming increasingly widespread, driving the rapid global expansion of data centers. This growth has led to an elephant flow in the network traffic of data centers, making Ethernet upgrades and updates a critical necessity for large-scale networking. This report focuses on trends in data center development and network infrastructure, emphasizing analyzing and exploring the optimal adoption of InfiniBand and RoCE (RDMA over Converged Ethernet) solutions.

Table of Contents
1. AI Drives Data Center Network Transformation: New Opportunities for Ethernet

2. Key Industry Players Drive Ethernet Innovation

3. Broadcom expands product portfolio and deepens RoCE deployment

4. Meta successfully implements RoCE in Llama3 clusters

5. NVIDIA embraces RoCE to lead AI computing forward

6. TRI’s View
(1) Rapid evolution of the data center industry drives demand for Ethernet
(2) InfiniBand and RoCE remain the optimal solutions for data centers

＜Total Pages：11＞

Spotlight Report

PDF

Popular Keywords

USD $2,000

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

Selected TopicsRelated Reports

[Selected Topics] NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

[Selected Topics] US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

[Selected Topics] Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

[Selected Topics] With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

[Selected Topics] Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

[Selected Topics] Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

Download Report

USD $2,000

Membership

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

USD $2,000

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Overview

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

Selected TopicsRelated Reports

[Selected Topics] NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

[Selected Topics] US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

[Selected Topics] Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

[Selected Topics] With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

[Selected Topics] Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

[Selected Topics] Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

Download Report

USD $2,000

Membership

Spotlight Report

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

Get in touch with us